US Freight Market Faces Trade War Challenges TD Cowen Index

US Freight Market Faces Trade War Challenges TD Cowen Index

The TD Cowen/AFS Freight Index Q2 report unveils the challenges and trends in the US freight market under the shadow of the trade war. Analyzing the current market situation in various modes like truckload, parcel, and LTL, the report points out that tariffs, demand shifts, and capacity adjustments are key factors influencing the market. The report emphasizes the need for businesses to closely monitor market dynamics and flexibly adjust strategies to cope with uncertainties. This includes understanding the impact of tariffs and adapting to changing consumer demand.

01/15/2026 Logistics Industry Insights
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Freight Market Shifts Under Tariffs and Demand TD Cowenafs Index

Freight Market Shifts Under Tariffs and Demand TD Cowenafs Index

The TD Cowen/AFS Freight Index report indicates that tariff policies, declining consumer confidence, and changes in carrier pricing strategies are impacting the freight market. In trucking, front-loading of inventory is driving up rates, but increased short-haul shipments are lowering overall costs. For parcel, carriers are adjusting prices more frequently, and fuel surcharges are rising, but sales growth faces challenges. In LTL, pricing remains strong despite economic headwinds. The report highlights the complex interplay of factors influencing freight costs and volumes across different transportation modes.

01/15/2026 Logistics Industry Insights
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Freight Market Splits As Parcel LTL and Truckload Prices Diverge

Freight Market Splits As Parcel LTL and Truckload Prices Diverge

The TD Cowen/AFS Freight Index reveals a diverging US freight market. Parcel demand is weak with unprecedented discounts and declining fuel surcharges. LTL shipments show declining weight per shipment, but carrier pricing remains firm. Truckload faces headwinds from soft demand and excess capacity, hindering near-term improvement. While future Fed rate cuts are beneficial for long-term truckload and LTL prospects, their immediate impact is limited. The report highlights the contrasting dynamics within different segments of the US freight sector, reflecting broader economic conditions and supply chain adjustments.

01/15/2026 Logistics Industry Insights
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TD Cowen Index Shows Freight Market Shifts During Peak Season

TD Cowen Index Shows Freight Market Shifts During Peak Season

The TD Cowen/AFS Freight Index reveals emerging trends in the freight market: LTL pricing impacted by Yellow's closure, fuel surcharges rebound; Ground parcel discounts deepen, but demand surcharges loom; Truckload sees a short-term volume increase, peak season expectations are muted. The index provides shippers with valuable insights for informed decision-making. The LTL market is experiencing significant price volatility due to the disruption caused by Yellow's bankruptcy. Shippers need to carefully monitor these changes and adjust their strategies accordingly.

01/15/2026 Logistics Industry Insights
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FCL Vs LCL Shipping Balancing Cost Efficiency for Global Freight

FCL Vs LCL Shipping Balancing Cost Efficiency for Global Freight

This article provides an in-depth analysis of the cost structure for both Full Container Load (FCL) and Less than Container Load (LCL) international ocean freight. It reveals the impact of cargo volume and specific scenarios on choosing the optimal shipping solution. The article offers guidelines for matching cargo volume with appropriate shipping methods and provides practical advice to help you identify the most cost-effective ocean freight option and avoid unnecessary losses.

01/15/2026 Logistics Encyclopedia
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Air Freight Vs Express Shipping Costs and Use Cases Compared

Air Freight Vs Express Shipping Costs and Use Cases Compared

International air freight and international express differ significantly in service models, suitable cargo volume, delivery time, and cost. International express offers door-to-door service, ideal for small, time-sensitive shipments. International air freight focuses on mainline transportation, better suited for large, cost-sensitive cargo. Choosing the most cost-effective option requires careful consideration of cargo characteristics, time constraints, and budget. Ultimately, the optimal choice depends on balancing speed, cost, and convenience based on the specific needs of the shipment.

01/15/2026 Logistics Encyclopedia
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Direct Vs Transit Air Freight Time Cost and Risk Compared

Direct Vs Transit Air Freight Time Cost and Risk Compared

This article delves into the core differences between transit and direct international air freight, covering transport routes, costs, timeliness, and security. It provides a detailed analysis of the specific differences in timeliness between transit and direct flights on near-sea and transoceanic routes, and explores the key factors influencing timeliness. This comprehensive analysis aims to provide readers with a valuable reference when choosing international air freight methods, enabling them to make informed decisions based on their specific needs and priorities.

01/15/2026 Logistics Encyclopedia
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Ocean Freight Delays Direct Vs Transshipment Routes to US Europe

Ocean Freight Delays Direct Vs Transshipment Routes to US Europe

This paper delves into the transit time differences between direct and transshipment ocean shipping from China to major European and American ports. Providing reference data for December 2025, it reveals influencing factors such as transshipment processes and route selection. Practical recommendations are offered to help businesses optimize logistics plans, reduce costs, and improve supply chain efficiency. The analysis aims to provide insights for selecting the most efficient shipping options based on time sensitivity and cost considerations, ultimately benefiting businesses engaged in international trade.

12/15/2025 Logistics
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Key Differences Between Master and House Air Waybills in Freight

Key Differences Between Master and House Air Waybills in Freight

This paper delves into the key differences between Master Air Waybill (MAWB) and House Air Waybill (HAWB) in international air freight, covering aspects like issuing party, application scenarios, information content, and modification flexibility. It also details their legal validity. The MAWB serves as a contract of carriage between the airline and the freight forwarder, while the HAWB represents a service contract between the forwarder and the shipper. The importance of accurate document information is emphasized, aiming to help readers better understand international air freight documents and mitigate trade risks.

01/15/2026 Document Interpretation
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Data Tools Cut Letter of Credit Risks in Ocean Freight

Data Tools Cut Letter of Credit Risks in Ocean Freight

This article, from the perspective of a data analyst, deeply analyzes the risk of refusal associated with Letters of Credit and sea waybills. It provides a set of strategies for pre-emptive prevention, in-process response, and post-event remediation. The emphasis is on using data-driven document compliance models, risk assessments, and loss mitigation plans to help companies avoid refusal risks and protect their economic interests. This data-centric approach aims to minimize financial losses and ensure smoother international trade transactions.

01/15/2026 Document Interpretation
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